Your engagement with the SMS services offered by Advanced Wealth Management LLC (“AWM”, “we”, or “us”) involves your acceptance of these SMS Terms of Service (“SMS Terms”), which govern your receipt of both marketing and non-marketing messages via the Constant Contact, Inc. platform (“SMS Services”). These SMS Terms are complemented by our SMS Privacy Policy, detailing our data handling practices. By signing up for, using, or accessing the SMS Services, you consent to these SMS Terms along with our SMS Privacy Policy.
Description of SMS Services: AWM’s SMS Services include sending both marketing and transactional messages. Marketing messages aim to promote our services and products, featuring specials, promotions, reminders for abandoned checkouts, and other relevant offers. Transactional messages may relate to ongoing or past transactions, providing updates and pertinent transaction-related details. Messages may be dispatched using automated technologies such as autodialers and automatic telephone dialing systems. The frequency of these messages may vary.
You acknowledge that messages and calls from us or our third-party providers may involve different phone numbers or short codes. Please note, while AWM does not impose charges for these messages, standard message and data rates imposed by your carrier may apply.
Eligibility: To be eligible for the SMS Services, you must reside in the United States and be at least 18 years old.
User Opt-In: By providing your mobile number, you willingly opt into our SMS Services and consent to receive recurring messages at the provided number, even if it is listed on any state or federal Do Not Call registry. You confirm that you are the legitimate owner or authorized user of the number provided. Should you change or lose control of your mobile number, it is your responsibility to inform us promptly at service@awmfl.com. Failure to notify us of changes may result in liability under the Telephone Consumer Protection Act. Participation in these SMS Services does not require any purchase, and engagement is entirely voluntary.
User Opt-Out and Support: You can opt out of the SMS Services at any time by responding STOP, QUIT, CANCEL, OPT-OUT, or UNSUBSCRIBE to any of our messages. Opting out may result in a brief continuation of service during the processing period, including a possible one-time confirmation message of opt-out. Rejoining the service can be done by opting in as before or by texting START in response to our messages. For additional support, reply HELP.
Should there be changes to the contact numbers or codes used for the SMS Services, we will notify you. We are not liable for unprocessed requests sent to old or updated numbers or codes.
Disclaimer of Warranty and Liability: The SMS Services are provided on an “as-is” basis and might not be available universally or consistently, depending on geographic location, timing, or service provider constraints. AWM and our third-party providers are not liable for delayed, failed, or misdirected delivery of any messages. Under applicable law, we disclaim all liability for indirect, incidental, consequential, punitive, or exemplary damages, including lost profits or opportunities.
Modifications: AWM reserves the right to modify, suspend, or discontinue any part of the SMS Services or these SMS Terms at any time without notice. Any amendments will take effect immediately upon posting on our associated websites. By continuing to use the SMS Services post-modification, you accept the revised terms. Regular review of these SMS Terms is advised to stay informed of any changes.
For any queries regarding these terms or the SMS Services, please contact us directly at service@awmfl.com
1990 Main Street,Suite 750 Sarasota, FL 34236
service@awmfl.com 888-778-5044
At Advanced Wealth Management, we go beyond traditional financial services to offer you a comprehensive and tailored approach to managing your investable assets. We understand that your financial well-being is a top priority, and we’re here to provide you with the best-in-class investment management.Our commitment to your financial success includes ongoing discretionary management of your investable assets. We’ve partnered with Charles Schwab to ensure that your assets are held securely and professionally. Our investment strategy is built on simplicity, cost-effectiveness, and alignment with your unique financial goals.Advanced Wealth Management, LLC (“AWM”) is a Florida Registered Investment Adviser located in Sarasota, Florida. Investment advisory services offered on a negotiated flat fee amount annually or fee basis through AWM. AWM has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Member SIPC. AWM and Schwab are not affiliated. These materials have been independently produced by Advanced Wealth Management, LLC (“AWM”). AWM is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”), Schwab is a registered broker-dealer and member SIPC.
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